Westmount Partners, LLC
13F Reported Value
ⓘ$457.1M
incl. option notional
Equity Holdings
ⓘ$454.5M
Option Notional
ⓘ$2.6M
$0 puts / $2.6M calls
Holdings
275
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Westmount Partners, LLC disclosed 275 positions worth $457.1M in its Form 13F-HR for Q2 2026 — $454.5M in common stock plus $2.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 11.8% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 37 new positions and exited 27 — including a new stake in $ABNB and a full exit from $MASI. The portfolio is most concentrated in Technology (37.3% of disclosed assets). All figures are sourced directly from Westmount Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2051491.
AI Fund Analysis
Concentrating
$AAPL
$NVDA
$AVGO
$MSFT
$DOV
$WSMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$53.4M184,506 sh - 85.9#5
Quality
$18.8M94,179 sh - 84.5#8
Quality
$18.3M48,478 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$18.3M26,595 sh- 79.8
Quality
$14.4M38,728 sh - 68.7
Quality
$11.8M49,396 sh - —
Quality
$11.0M14,760 sh - 78.2
Quality
$11.0M30,699 sh - 58.1
Quality
$9.3M59,056 sh ISHARES TR - CORE S&P500 ETF
—Quality
$9.1M12,109 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $53.4M | 184,506 |
| NVIDIA CORP$NVDA | 85.9#5 | $18.8M | 94,179 |
| Broadcom Inc.$AVGO | 84.5#8 | $18.3M | 48,478 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $18.3M | 26,595 |
| MICROSOFT CORP$MSFT | 79.8 | $14.4M | 38,728 |
 AMAZON COM INC$AMZN | 68.7 | $11.8M | 49,396 |
 SPDR S&P 500 ETF TRUST$SPY | — | $11.0M | 14,760 |
 Alphabet Inc.$GOOG | 78.2 | $11.0M | 30,699 |
| DOVER Corp$DOV | 58.1 | $9.3M | 59,056 |
| ISHARES TR - CORE S&P500 ETF | — | $9.1M | 12,109 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Westmount Partners, LLC's 275 positions.
Showing top 10 of 275 holdings.
Sector Allocation
Technology
$169.3M
Other
$145.9M
Financials
$39.2M
Industrials
$30.8M
Consumer Discretionary
$28.9M
Healthcare
$18.2M
Communication Services
$6.7M
Consumer Staples
$5.2M
Top Holdings — Westmount Partners, LLC (Q2 2026)
Top 150 of 275 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $53.4M | 11.8% | +7% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $18.8M | 4.2% | +5% | 85.9 |
| 3 | $AVGO | Broadcom Inc. | $18.3M | 4.0% | +1% | 84.5 |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $18.3M | 4.0% | +10% | — |
| 5 | $MSFT | MICROSOFT CORP | $14.4M | 3.2% | +2% | 79.8 |
| 6 | $AMZN | AMAZON COM INC | $11.8M | 2.6% | +3% | 68.7 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $11.0M | 2.4% | +10% | — |
| 8 | $GOOG | Alphabet Inc. | $11.0M | 2.4% | -6% | 78.2 |
| 9 | $DOV | DOVER Corp | $9.3M | 2.0% | +6% | 58.1 |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $9.1M | 2.0% | +4% | — |
| 11 |  $CACI | CACI INTERNATIONAL INC /DE/ | $9.0M | 2.0% | -9% | 65 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.6M | 1.9% | -6% | 73.8 |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.7M | 1.7% | +3% | — |
| 14 |  $WMT | Walmart Inc. | $6.5M | 1.4% | +0% | 60.2 |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.0M | 1.3% | -14% | — |
| 16 |  $GOOGL | Alphabet Inc. | $5.8M | 1.3% | +3% | 78.2 |
| 17 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.5M | 1.2% | +1% | 70 |
| 18 |  $MRVL | Marvell Technology, Inc. | $4.1M | 0.9% | +3% | 76.5 |
| 19 | — | ISHARES TR - CORE S&P SCP ETF | $4.0M | 0.9% | +3% | — |
| 20 |  $ILMN | ILLUMINA, INC. | $4.0M | 0.9% | -35% | 60.4 |
| 21 | — | ISHARES TR - CORE 80 20 ETF | $3.7M | 0.8% | +2% | — |
| 22 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.7M | 0.8% | +416% | — |
| 23 |  $ASTH | Astrana Health, Inc. | $3.6M | 0.8% | +0% | 60.7 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.8% | +1% | 66.2 |
| 25 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $3.3M | 0.7% | -1% | — |
| 26 |  $META | Meta Platforms, Inc. | $3.3M | 0.7% | +8% | 79.6 |
| 27 |  $BMRC | Bank of Marin Bancorp | $3.2M | 0.7% | +0% | 20.2 |
| 28 |  $TSLA | Tesla, Inc. | $3.2M | 0.7% | +6% | 53.9 |
| 29 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.1M | 0.7% | +0% | — |
| 30 |  $INTC | INTEL CORP | $3.1M | 0.7% | -24% | 45.6 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 0.7% | +1% | 70.7 |
| 32 |  $ORCL | ORACLE CORP | $2.9M | 0.6% | +2% | 66.2 |
| 33 |  $HOOD | Robinhood Markets, Inc. | $2.8M | 0.6% | -0% | 82.1 |
| 34 |  $KFY | KORN FERRY | $2.8M | 0.6% | +0% | 58.9 |
| 35 |  $LLY | ELI LILLY & Co | $2.7M | 0.6% | -1% | 87.5 |
| 36 | — | ISHARES TR - S&P 500 VAL ETF | $2.7M | 0.6% | +0% | — |
| 37 | — | ISHARES TR - MSCI EAFE ETF | $2.6M | 0.6% | +0% | — |
| 38 |  $WFC | WELLS FARGO & COMPANY/MN | $2.6M | 0.6% | +2% | 61.8 |
| 39 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.5M | 0.6% | +0% | — |
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | $2.5M | 0.5% | +1% | — |
| 41 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.5% | -14% | 69 |
| 42 |  $IVZ | Invesco Ltd. | $2.4M | 0.5% | NEW | — |
| 43 |  $HD | HOME DEPOT, INC. | $2.3M | 0.5% | +1% | 60.3 |
| 44 | — | ISHARES TR - S&P 500 GRWT ETF | $2.3M | 0.5% | +0% | — |
| 45 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.5% | -11% | 64.6 |
| 46 |  $V | VISA INC. | $2.2M | 0.5% | +2% | 82.9 |
| 47 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.2M | 0.5% | -2% | — |
| 48 |  $WT | WisdomTree, Inc. | $2.1M | 0.5% | +0% | 59.9 |
| 49 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.5% | -16% | 57.9 |
| 50 |  $NFLX | NETFLIX INC | $2.1M | 0.5% | -3% | 78.8 |
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.0M | 0.4% | +0% | — |
| 52 |  $CAT | CATERPILLAR INC | $2.0M | 0.4% | +0% | 66.5 |
| 53 | — | ISHARES TR - RUS 1000 ETF | $2.0M | 0.4% | -1% | — |
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.9M | 0.4% | +48% | — |
| 55 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.4% | +1% | 70.5 |
| 56 |  $DIS | Walt Disney Co | $1.9M | 0.4% | +14% | 60.1 |
| 57 | — | ISHARES TR - CORE S&P TTL STK | $1.9M | 0.4% | +4% | — |
| 58 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.8M | 0.4% | +0% | — |
| 59 |  $PANW | Palo Alto Networks Inc | $1.7M | 0.4% | +11% | 65.5 |
| 60 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.7M | 0.4% | +0% | — |
| 61 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.7M | 0.4% | -13% | — |
| 62 | — | ISHARES TR - CORE 60 BALA ETF | $1.7M | 0.4% | +41% | — |
| 63 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.6M | 0.3% | -1% | — |
| 64 | — | ISHARES TR - RUS 1000 GRW ETF | $1.6M | 0.3% | +303% | — |
| 65 | $WSM | WILLIAMS SONOMA INC | $1.5M | 0.3% | +0% | 66.1 |
| 66 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $1.5M | 0.3% | +0% | — |
| 67 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 73.8 |
| 68 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.3% | +6% | 79.9 |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.3% | +0% | — |
| 70 |  $ABBV | AbbVie Inc. | $1.4M | 0.3% | -53% | 72.6 |
| 71 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.3% | +36% | 79.8 |
| 72 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +4% | 79.4 |
| 73 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.3% | -19% | 73.8 |
| 74 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.3% | +851% | — |
| 75 |  $AMGN | AMGEN INC | $1.4M | 0.3% | -2% | 79.2 |
| 76 |  $PSX | Phillips 66 | $1.4M | 0.3% | +1% | 57.8 |
| 77 | — | PROSHARES TR - ULTRPRO S&P500 | $1.3M | 0.3% | +10% | — |
| 78 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.3M | 0.3% | -2% | — |
| 79 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.3M | 0.3% | -1% | — |
| 80 |  $RDNT | RadNet, Inc. | $1.2M | 0.3% | +0% | 58.6 |
| 81 | — | VANGUARD WORLD FD - INF TECH ETF | $1.2M | 0.3% | +580% | — |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.3% | +5% | 67.6 |
| 83 | — | ISHARES TR - U.S. TECH ETF | $1.1M | 0.3% | +0% | — |
| 84 |  $ABNB | Airbnb, Inc. | $1.1M | 0.2% | NEW | 71 |
| 85 |  $KO | COCA COLA CO | $1.1M | 0.2% | +7% | 69.5 |
| 86 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.1M | 0.2% | -0% | — |
| 87 | — | ISHARES TR - EAFE SML CP ETF | $1.1M | 0.2% | +2% | — |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.2% | +34% | — |
| 89 |  $RSI | Rush Street Interactive, Inc. | $1.0M | 0.2% | +0% | 66.4 |
| 90 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.0M | 0.2% | -3% | — |
| 91 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $1.0M | 0.2% | +0% | — |
| 92 | — | ISHARES TR - LOW CA OP MS ETF | $1.0M | 0.2% | -1% | — |
| 93 |  $IONS | IONIS PHARMACEUTICALS INC | $1.0M | 0.2% | +0% | 23.4 |
| 94 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.0M | 0.2% | +0% | — |
| 95 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.2% | -15% | — |
| 96 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.2% | +8% | 73.5 |
| 97 |  $GEV | GE Vernova Inc. | $1.0M | 0.2% | +13% | 81.1 |
| 98 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $997,440 | 0.2% | +0% | — |
| 99 | — | ISHARES INC - CORE MSCI EMKT | $936,780 | 0.2% | +48% | — |
| 100 | — | ISHARES TR - CORE S&P MCP ETF | $922,568 | 0.2% | +4% | — |
| 101 |  $NTHI | NEONC TECHNOLOGIES HOLDINGS, INC. | $893,216 | 0.2% | +355% | — |
| 102 |  $SRE | SEMPRA | $876,017 | 0.2% | +0% | 41.9 |
| 103 | — | VANGUARD INDEX FDS - SMALL CP ETF | $859,626 | 0.2% | +0% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $845,402 | 0.2% | -0% | 70.3 |
| 105 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $814,741 | 0.2% | +0% | — |
| 106 |  $BA | BOEING CO | $814,558 | 0.2% | -45% | 61.6 |
| 107 | — | VANGUARD INDEX FDS - VALUE ETF | $798,264 | 0.2% | +0% | — |
| 108 | — | ISHARES TR - RUS 1000 VAL ETF | $790,658 | 0.2% | -4% | — |
| 109 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $782,926 | 0.2% | +399% | — |
| 110 |  $UNP | UNION PACIFIC CORP | $766,248 | 0.2% | +22% | 69.7 |
| 111 |  $NEE | NEXTERA ENERGY INC | $757,479 | 0.2% | +17% | 64.6 |
| 112 | — | ISHARES TR - MSCI EMG MKT ETF | $750,922 | 0.2% | -44% | — |
| 113 |  $COP | CONOCOPHILLIPS | $736,603 | 0.2% | +0% | 70.2 |
| 114 |  $AXP | AMERICAN EXPRESS CO | $731,784 | 0.2% | -39% | 69.4 |
| 115 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $703,272 | 0.1% | +0% | — |
| 116 |  $MA | Mastercard Inc | $689,893 | 0.1% | -1% | 85.1 |
| 117 |  $SHOP | SHOPIFY INC. | $662,929 | 0.1% | +10% | 64.9 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $654,244 | 0.1% | +1% | 65.6 |
| 119 |  $BX | Blackstone Inc. | $644,258 | 0.1% | +0% | 74.4 |
| 120 |  $MRK | Merck & Co., Inc. | $644,135 | 0.1% | +3% | 59.9 |
| 121 |  $PM | Philip Morris International Inc. | $637,615 | 0.1% | +0% | 75.9 |
| 122 |  $PEP | PEPSICO INC | $635,469 | 0.1% | +0% | 63.4 |
| 123 |  $ASML | ASML HOLDING NV | $632,642 | 0.1% | +0% | — |
| 124 | — | PROSHARES TR - ULTRAPRO QQQ | $621,653 | 0.1% | +12% | — |
| 125 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $616,437 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - RUS MID CAP ETF | $614,262 | 0.1% | -0% | — |
| 127 | — | ISHARES TR - CORE MSCI INTL | $607,671 | 0.1% | NEW | — |
| 128 |  $MCD | MCDONALDS CORP | $606,918 | 0.1% | +2% | 69 |
| 129 |  $DE | DEERE & CO | $604,372 | 0.1% | +3% | 55.4 |
| 130 |  $CVX | CHEVRON CORP | $604,068 | 0.1% | +0% | 62.8 |
| 131 |  $URI | UNITED RENTALS, INC. | $597,232 | 0.1% | +1% | 63.9 |
| 132 |  $APO | Apollo Global Management, Inc. | $591,550 | 0.1% | +0% | 52.1 |
| 133 |  $BMY | BRISTOL MYERS SQUIBB CO | $586,851 | 0.1% | -2% | 70.4 |
| 134 |  $MO | ALTRIA GROUP, INC. | $582,287 | 0.1% | +1% | 67.4 |
| 135 |  $GRAL | GRAIL, Inc. | $567,460 | 0.1% | +0% | 31.6 |
| 136 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $560,583 | 0.1% | +0% | — |
| 137 |  $CLS | CELESTICA INC | $557,414 | 0.1% | +2% | 69.8 |
| 138 |  $CSX | CSX CORP | $554,393 | 0.1% | +2% | 65.2 |
| 139 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $539,543 | 0.1% | -2% | 65.1 |
| 140 | — | ISHARES TR - CORE DIV GRWTH | $538,109 | 0.1% | NEW | — |
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $535,599 | 0.1% | +0% | — |
| 142 |  $FICO | FAIR ISAAC CORP | $532,872 | 0.1% | +0% | 77.7 |
| 143 | — | ISHARES TR - CORE MSCI TOTAL | $530,971 | 0.1% | +2% | — |
| 144 |  $LOW | LOWES COMPANIES INC | $527,415 | 0.1% | +0% | 60.8 |
| 145 |  $DUK | Duke Energy CORP | $524,538 | 0.1% | +3% | 56.4 |
| 146 |  $GRMN | GARMIN LTD | $523,776 | 0.1% | +0% | — |
| 147 |  $ETN | Eaton Corp plc | $517,310 | 0.1% | +5% | — |
| 148 |  $AMAT | APPLIED MATERIALS INC /DE | $510,438 | 0.1% | +6% | 72.3 |
| 149 | — | INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS | $508,132 | 0.1% | +0% | — |
| 150 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | $508,088 | 0.1% | NEW | — |
New Positions (37)
$ABNB Airbnb, Inc.$1.1M
$MUCALL MICRON TECHNOLOGY INC$461,716
$FTNT Fortinet, Inc.$356,552
$NBIS Nebius Group N.V.$344,936
$UNH UNITEDHEALTH GROUP INC$298,520$MU MICRON TECHNOLOGY INC$285,241
$STX Seagate Technology Holdings plc$259,909
$AMG AFFILIATED MANAGERS GROUP, INC.$223,691Exited Positions (27)
$MASI MASIMO CORP
$HON HONEYWELL INTERNATIONAL INC
$CRWD CrowdStrike Holdings, Inc.
$PSLV Sprott Physical Silver Trust
$CAH CARDINAL HEALTH INC
$MLI MUELLER INDUSTRIES INC
$NOW ServiceNow, Inc.
$IBIT iShares Bitcoin Trust ETFBrowse Top Institutional Investors
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